See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,967 | $210,408-58.2% | $153,485-42.7% | $145,922-39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.23% | 13.37%-5.1pp | 15.65%-7.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,168 | $6,048-47.6% | $5,039-37.1% | $4,660-32.0% |
| Participant deferral / active EE | $3,342 | $7,975-58.1% | $6,757-50.5% | $6,688-50.0% |
| Admin fee / account holder | $881 | $19,419-95.5% | $12,724-93.1% | $13,397-93.4% |